■ Resources
Templates
Practical documents you can use before, during, or instead of a conversation with us.
■ Available now
Vendor Evaluation Scorecard
A scorecard for evaluating any document intelligence or private AI vendor, covering data location, answer trust, security and audit, compliance fit, engagement structure, and vendor fit. Use it in a bake-off with any vendor, including us.
- Where Your Data Lives
- Whether You Can Trust the Answers
- Security, Access, and Audit
- Fit With Your Compliance and Validation Requirements
- How the Engagement Actually Works
- Whether the Vendor Understands Your Work
■ Available now
Project Scoping Worksheet
A worksheet for mapping your document corpus, workflow owner, and success criteria before you scope a first build with any vendor.
- The Document Corpus
- The Workflow and the Question It Costs You
- The People
- The Constraints
- What Success Looks Like
- A Few Honest Questions
■ Available now
Internal Business Case Template
A template for making the internal case for a private AI project to your own leadership, budget holder, or security team.
- The Problem
- What It Is Costing You Today
- What "Solved" Looks Like
- What This Requires From the Organization
- What This Does Not Require
- The Cost of Not Acting
- The Recommendation
Ready to see if there is a fit?
Tell us what you are working with. A real person will read it and reply within one business day.
Start a Conversation